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Meredith Wealth Planning’s Boeing BA Stock Holding History

Meredith Wealth Planning’s Portfolio BA Stock Details BA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,572
Closed -$410K – 42
2023
Q4 		$410K Buy
+1,572
New +$336K 0.25% 30
2023
Q1 		– Sell
-3,657
Closed -$697K – 63
2022
Q4 		$697K Buy
+3,657
New +$598K 0.6% 20

Other funds holding BA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Meredith Wealth Planning's BA Position: Q1 2024 in Review

Meredith Wealth Planning sold out of Boeing (BA) in Q1 2024, closing a stake of 1,572 shares — an estimated $410K sold.

Meredith Wealth Planning first reported a position in BA in Q4 2022 and held it in 2 quarters. The position peaked at $697K in Q4 2022. 2,195 funds tracked by Wall St. Rank hold BA as of Q1 2024.

  • Meredith Wealth Planning reported no remaining Boeing position as of Q1 2024 after selling out during the quarter.
  • Meredith Wealth Planning sold 1,572 Boeing shares in Q1 2024, an estimated $410K.
  • Meredith Wealth Planning first reported a position in Boeing in Q4 2022 and held it in 2 quarters.
  • Meredith Wealth Planning's Boeing position peaked at $697K in Q4 2022.
  • 2,195 funds tracked by Wall St. Rank held Boeing as of Q1 2024.

Based on Meredith Wealth Planning's 13F filing for Q1 2024, filed 23 Apr 2024.